+5,787.0%
DOV vs ZBRA
+8,965.3%
-3,178.3%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.8% | +3.8% | +1.6% |
| 7D | +2.5% | +2.6% | 0.0% | +1.9% |
| 30D | -7.5% | -6.4% | -1.2% | -6.1% |
| 3M | -9.7% | +51.3% | -61.0% | -19.0% |
| 6M | -6.1% | +60.5% | -66.6% | -17.3% |
| YTD | +0.5% | +45.2% | -44.7% | -9.8% |
| 1Y | +10.5% | +12.3% | -1.8% | +4.9% |
| 3Y | +41.7% | +37.5% | +4.2% | +26.4% |
| 5Y | +18.4% | -39.2% | +57.6% | +23.9% |
| 10Y | +289.8% | +417.0% | -127.2% | +153.7% |
| All | +5,787.0% | +8,965.3% | -3,178.3% | +2,430.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded ZBRA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling